Invoicing and Payments

Automatic invoicing, payment collection, and follow-up on failed charges. Stop spending evenings chasing money.

Key Benefits

1

Billing on Autopilot

Invoices generate and send automatically on your schedule

2

Get Paid Without Chasing

Automatic credit card and ACH collection with smart retry on failed payments. No awkward follow-up calls

3

Books That Close Themselves

Invoices, payments, refunds, and sales tax sync to QuickBooks automatically

About Invoicing and Payments

Flexible Billing

Every pool service company bills differently and software shouldn’t force you to change. Pool Proof lets you bill per visit or monthly, in advance or arrears, with chemicals included in your service price or itemized separately. Set payment terms that match how you operate: due immediately, NET 30, NET 60 or custom terms. Your pricing model, your rules.

Automatic Collections

Customers pay automatically via credit card or ACH without you lifting a finger. When a payment fails, Pool Proof doesn’t just notify you and leave you to chase it down, it automatically retries the payment on a smart schedule and notifies the customer directly. You stay out of the awkward collection conversation entirely.

Tax Management

Pool routes don’t follow tax boundaries. Your Tuesday route might cross three different cities with three different rates. Pool Proof automatically calculates the correct sales tax for each service address based on location, so you’re not guessing or manually looking up rates. Mark commercial accounts or tax-exempt customers with a single setting.

QuickBooks Online Integration

Invoices, payments, refunds, and sales tax data sync automatically to QuickBooks Online as transactions occur. No copying invoice numbers into spreadsheets, no reconciling mismatched totals, no end-of-month data entry marathon. Your books stay accurate in real time, and month-end close becomes a non-event.

Keep More Revenue

Credit card processing fees quietly drain 2-3% of every payment. For a company collecting $40k monthly, that’s $800-1,200 walking out the door. Pool Proof lets you pass processing costs to customers automatically with compliant surcharges. Funds typically hit your account within a few days, and faster payouts are available for qualified customers.

Frequently Asked Questions

How do customers receive invoices?

Invoices can be delivered via email or SMS. Each invoice includes your company logo and a direct link to a payment portal where customers can view their balance and pay immediately.

Pool Proof automatically retries failed payments on a smart schedule and sends the customer a notification to update their payment method. You don’t have to make the awkward follow-up call.

Every time a customer pays by credit card, payment processors charge a fee to handle the transaction. Pool Proof uses Stripe’s standard pricing: 2.9% + $0.30 when customers enter their own card through the payment portal, or 3.4% + $0.30 when your office manually keys in a card number. ACH bank transfers are 0.8%, capped at $5. On a $150 monthly service bill, that’s roughly $4.65 via customer-entered card, $5.40 if your office enters it, or $1.20 via ACH. This is why encouraging customers to set up autopay themselves or ACH can save you money over time.

Funds typically hit your account within a few days. Faster payouts are available for qualified customers.

Pool Proof currently integrates with QuickBooks Online. Invoices, payments, refunds, and sales tax data sync automatically.

Software that grows with your business

Take your business to the next level

Built for Scale

Adding techs shouldn't mean outgrowing your software. Pool Proof handles the complexity of more routes, more customers, more techs without getting in your way.

Seamless Migration

Switching software shouldn't mean starting from scratch. We'll help you bring over your customer data, service history, and routes so your team can hit the ground running from day one.

A Partner, Not Just a Platform

Questions don't wait for business hours and neither do we. From onboarding to ongoing support, you'll have a team that actually understands the pool service industry in your corner.

Ready to Make Your Operations Foolproof?

Your business runs better when your software actually works for you.  Let us show you how.